Wealth Manager
    SEC Registered
    Manages Private Funds

    C2 Private Wealth

    Registered investment advisor · Novi, Michigan · CRD #151501

    Assets Under Management
    $1.8B
    Client Accounts
    11,760
    Employees
    16
    CRD Number
    151501
    Registration
    SEC Registered
    Custodian
    Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About C2 Private Wealth

    C2 Private Wealth is a Michigan-based SEC-registered investment advisory firm founded in 2002, offering fee-based financial planning and investment advisory services. It has 11-50 employees and is not publicly funded.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is C2 Private Wealth's AUM?

    C2 Private Wealth reports approximately $1.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is C2 Private Wealth headquartered?

    C2 Private Wealth is headquartered in Novi, Michigan.

    What is C2 Private Wealth's CRD number?

    C2 Private Wealth's CRD number is 151501. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does C2 Private Wealth manage?

    C2 Private Wealth manages approximately 11,760 client accounts according to its latest SEC filing.

    Is C2 Private Wealth SEC registered?

    Yes, C2 Private Wealth is registered with the SEC as an investment adviser with an approved registration status.

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